Sterling Trustees Named #1 for Best Trust Technology in the 2026 Wealth Advisor Trust Survey

Sterling Trustees has been recognized as the top-ranked trust company for Best Trust Technology in the 2026 Wealth Advisor Advisor-Friendly Trust Companies survey — an independent annual publication informed by responses from more than 350,000 wealth advisors across the United States.
Technology in trust administration is not a selling point. It is infrastructure. It either works — reliably, transparently, and in service of the advisor and family — or it creates friction that erodes confidence in the entire relationship. This recognition reflects a deliberate, long-term investment in building technology that does the former.

How Technology Shapes the Sterling Experience

Sterling Trustees approaches technology as a structural commitment, not a feature set. Two platforms sit at the center of that commitment.

SterlingConnect℠ is our proprietary client-facing trust portal. It aggregates trust data across all custodians — Fidelity, Schwab, Pershing, and others — into a single real-time dashboard. Advisors, attorneys, and family members each have role-based access to the information relevant to them, including distribution tracking, document management, and custom reporting. The goal is simple: no one should have to call us to find out what is happening in a trust they are responsible for or benefiting from.

WealthHub is the Salesforce-based trust administration platform that powers our back office. Originally built for Sterling’s own operations, WealthHub is now used by more than 85 trust companies, family offices, and law firms. It automates workflows, reconciliation, compliance deadlines, and administrative tasks that would otherwise consume trust officer time — time that is better spent on client relationships. The direct result is trust officer caseloads capped at 75 to 100 trusts, compared to 200 to 500 at many competitors. That ratio has a meaningful impact on service quality, response times, and the depth of attention each trust receives.

Technology in Service of Independence

It is worth noting what our technology does not do. It does not generate investment recommendations, cross-sell financial products, or create dependency on a proprietary platform. Sterling is a non-depository trust company with no bank affiliation, no investment arm, and no custody requirement. Our technology exists to make trust administration more transparent, more efficient, and more responsive — for advisors, attorneys, and the families we serve together.

“Technology should make trust administration invisible in the best sense — advisors and families should always know exactly where things stand, without having to ask. We have invested heavily in building tools that deliver that clarity, and we are proud that advisors have recognized it.”

— Antony Joffe, Chairman, Sterling Trustees

Learn More

 • Learn more about SterlingConnect℠ and Sterling’s technology platform

 • Explore Sterling Trustees’ full approach to trust administration

 • View the full 2026 Wealth Advisor Advisor-Friendly Trust Companies ranking

 • Schedule a 30-minute call with our team